Ramping on Coverage

A new hire asked for advice on how to effectively ramp on his coverage. I suggested the following:

- Read the 10-K / 10-Q before listening to the earnings call

- Prioritize listening to earnings calls rather than just reading transcripts (at least when starting out)

- Consult the internal database to see what our current view is on the issuer and why

- Read prior earnings notes

- Take advantage of sell side research

- Consume sector-specific news outside of work

- Come up with questions for management, even if you do not yet feel comfortable asking them

Anyone else have recommendations? Thank you. 

2 Comments
 

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